# Board Of Trustees Of Masons Vacation & Holiday Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-masons-vacation-holiday-trust-fund-990174790-501

> Board Of Trustees Of Masons Vacation & Holiday Trust Fund's Health & Welfare plan: 916 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Masons Vacation & Holiday Trust Fund

- **Sponsor EIN:** 990174790

- **Sponsor Address:** 560 NORTH NIMITZ HIGHWAY, SUITE 209, HONOLULU, HI, 96817

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 916

- **Total Assets:** $4.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|916|$4.4M|$7.1M|$0|

| 2023|1,037|$7.5M|$7.0M|$0|

| 2022|1,212|$7.3M|$7.1M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BENEFIT RISK MANAGEMENT SERVICES|Other Service Provider|$138,239|—|$138,239|

| SINGERLEWAK, LLP|Auditor|$73,256|—|$73,256|

| YOSHIDA & ASSOCIATES|Other Service Provider|$22,038|—|$22,038|

| FIRST HAWAIIAN BANK|Other Service Provider|$17,221|—|$17,221|

| SEGAL SELECT INSURANCE SERVICES, IN|Other Service Provider|$7,153|—|$7,153|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SINGERLEWAK, LLP](https://planprovider.pro/provider/singerlewak-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $257,907

- **Estimated Expense Ratio:** 5.804% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$274,911|$17,221|—|$73,256|—|

| 2023|$211,317|$19,410|—|$2,524|—|

| 2022|$263,565|$16,806|—|—|$62,892|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-masons-vacation-holiday-trust-fund-990174790-501)

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